ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 205 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $43,323 | +15.1% | 798 | 0.0% | 0.02% | +5.0% |
| Q3 2023 | $37,650 | -26.6% | 798 | -20.0% | 0.02% | -23.1% |
| Q2 2023 | $51,307 | +2.0% | 998 | 0.0% | 0.03% | -3.7% |
| Q1 2023 | $50,299 | +1.9% | 998 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $49,351 | +5.0% | 998 | 0.0% | 0.03% | -3.6% |
| Q3 2022 | $47,000 | -11.3% | 998 | 0.0% | 0.03% | -3.4% |
| Q2 2022 | $53,000 | +35.9% | 998 | +63.6% | 0.03% | +61.1% |
| Q1 2022 | $39,000 | -4.9% | 610 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $41,000 | +13.9% | 610 | 0.0% | 0.02% | +5.9% |
| Q3 2021 | $36,000 | 0.0% | 610 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $36,000 | +12.5% | 610 | 0.0% | 0.02% | +6.2% |
| Q1 2021 | $32,000 | +6.7% | 610 | 0.0% | 0.02% | +6.7% |
| Q4 2020 | $30,000 | +11.1% | 610 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $27,000 | 0.0% | 610 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $27,000 | +12.5% | 610 | 0.0% | 0.02% | -5.9% |
| Q1 2020 | $24,000 | -27.3% | 610 | 0.0% | 0.02% | -5.6% |
| Q4 2019 | $33,000 | -2.9% | 610 | 0.0% | 0.02% | -10.0% |
| Q3 2019 | $34,000 | +6.2% | 610 | 0.0% | 0.02% | +5.3% |
| Q2 2019 | $32,000 | +3.2% | 610 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $31,000 | +14.8% | 610 | 0.0% | 0.02% | +5.6% |
| Q4 2018 | $27,000 | -10.0% | 610 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $30,000 | 0.0% | 610 | 0.0% | 0.02% | -5.3% |
| Q2 2018 | $30,000 | +11.1% | 610 | 0.0% | 0.02% | +11.8% |
| Q1 2018 | $27,000 | -10.0% | 610 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $30,000 | 0.0% | 610 | 0.0% | 0.02% | -5.3% |
| Q3 2017 | $30,000 | – | 610 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AGINCOURT CAPITAL MANAGEMENT, LLC | 196,108 | $9,252,375 | 9.98% |
| S. R. Schill & Associates | 348,916 | $16,461,868 | 7.99% |
| MBE Wealth Management, LLC | 223,365 | $10,538,375 | 6.05% |
| Financial & Tax Architects, LLC | 349,702 | $16,498,940 | 5.12% |
| TPG Financial Advisors, LLC | 197,429 | $9,314,692 | 4.82% |
| Biltmore Wealth Management, LLC | 187,227 | $8,833,392 | 4.26% |
| Legacy Financial Group LLC | 264,954 | $12,500,535,000 | 2.94% |
| Ellenbecker Investment Group | 237,289 | $11,195 | 2.90% |
| Heritage Financial Services, LLC | 304,574 | $14,369,817 | 2.81% |
| Wiser Wealth Management, Inc | 138,423 | $6,530,799 | 2.66% |